WWA
WCG Wealth Advisors’s Autodesk ADSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,885
| Closed | -$2.94M | – | 308 |
|
|
2024
Q2 | $2.94M | Buy |
+11,885
| New | +$2.94M | 0.22% | 104 |
|
|
2024
Q1 | – | Sell |
-11,473
| Closed | -$2.79M | – | 256 |
|
|
2023
Q4 | $2.79M | Buy |
+11,473
| New | +$2.79M | 0.21% | 99 |
|
|
2022
Q4 | – | Sell |
-3,894
| Closed | -$773K | – | 155 |
|
|
2022
Q3 | $773K | Buy |
+3,894
| New | +$773K | 0.1% | 147 |
|